FORA Capital’s First Hawaiian FHB Stock Holding History

FORA Capital’s Portfolio FHB Stock Details FHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,380	Closed	-$305K	–	367
2021 Q3	$305K	Buy	10,380 +8,505	+454%	+$236K	0.08%	276
2021 Q2	$53K	Buy	+1,875	New	+$52.5K	0.01%	700
2020 Q2	–	Sell	-3,103	Closed	-$51K	–	1032
2020 Q1	$51K	Sell	3,103 -6,712	-68%	-$170K	0.01%	767
2019 Q4	$283K	Buy	+9,815	New	+$276K	0.03%	536

Other funds holding FHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FORA Capital's FHB Position: Q4 2021 in Review

FORA Capital sold out of First Hawaiian (FHB) in Q4 2021, closing a stake of 10,380 shares — an estimated $305K sold.

FORA Capital first reported a position in FHB in Q4 2019 and held it in 4 quarters. The position peaked at $305K in Q3 2021. 244 funds tracked by Wall St. Rank hold FHB as of Q4 2021.

FORA Capital reported no remaining First Hawaiian position as of Q4 2021 after selling out during the quarter.
FORA Capital sold 10,380 First Hawaiian shares in Q4 2021, an estimated $305K.
FORA Capital first reported a position in First Hawaiian in Q4 2019 and held it in 4 quarters.
FORA Capital's First Hawaiian position peaked at $305K in Q3 2021.
244 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2021.

Based on FORA Capital's 13F filing for Q4 2021, filed 11 Feb 2022.